The Complete Guide to Integrating Close and Keap for CRM + Marketing Automation workflows.
Stop manually shuttling data. Connect your system of record directly to your workflow to automate lead scoring sync in real-time. This guide details the architecture of passing payloads natively between Close and Keap.
Integration Architecture
Close
Trigger AppFunctions as the primary system of record. The CRM automation begins when an event initially takes place here.
Keap
Action AppThe destination workflow. Automatically funneling data into Keap rapidly accelerates your marketing automation processes without needing manual CSV exports.
Why Integrate Close and Keap?
Connecting your crm layer with your marketing automation layer is not purely a technical exercise—it is a revenue efficiency lever. When Close communicates seamlessly with Keap, operators reclaim hours previously lost to context switching and manual translation.
The lead scoring sync automation between these two platforms guarantees that data remains strictly consistent across your technical stack without the need for bespoke middleware or engineering overhead. For a complete CRM + Marketing Automation workflow, data flowing natively from your CRM hub straight into your Marketing Automation execution suite is a mandatory requirement. By linking the environments, you remove the human error component from data orchestration.
Connection Capabilities
Step-by-Step Implementation Guide
Locate your Close API credentials
Navigate to the developer console or administrative settings panel inside your Close account. Generate a secure API Key with strict read and write privileges scoped exclusively to your crm data.
Configure webhook endpoints in Keap
Inside Keap, locate the respective Marketing Automation integration or developer menu. Define the endpoint URL where your incoming payload will be received from Close to fire the lead scoring sync.
Map your custom data fields
Ensure that the JSON data schema moving from Close perfectly matches the expected REST or GraphQL inputs in Keap. Map critical strings, booleans, and localized datetime fields carefully to prevent type errors on execution.
Fire a test payload
Execute a manual trigger within Close to send a standard simulated transaction. Check the access logs in Keap to confirm a 200 OK response code and successful data parsing.
Deploy to production
Turn on the active sync. Monitor the event loop for the first 24 hours to ensure the API rate limits between Close and Keap are behaving correctly and not queuing background tasks.
Ready to implement?
Begin by authenticating your instances. If a native integration is unavailable, utilize a webhook relay with the API credentials from both platforms.
Get Close API Keys →